Client Service Support Manager Operations - Claims
Tygervalley, Western Cape, ZA
Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.
Job Purpose
To be responsible to oversee and actively lead the Claim Team’s total operational capabilities and output, to support the business and client service strategy. In this role you will function as a subject matter expert and act as a point of escalation. You will also advise and support in the analysis, development, and implementation of best practices across the servicing value chain.
Key outcomes
The following outcomes will be expected to be achieved by the Client Service Support Manager Operations:
- Implementing, evaluating and ensuring that the team’s day-to-day strategy supports the overall business strategy
- Being part of sub-committee preparing death claim recommendations to Trustees of the Personal Portfolios RA and Preservation funds
- Ensuring that your team performs according to contracted performance areas to deliver the highest level of service to stakeholders
- Continuously evaluating and improving processes to ensure effectiveness and efficiency
- Pro-actively identify and manage operational risks
- Identify ways of promoting accuracy and maximising productivity within the team
- Ensuring effective communication across the department
- Assisting with the implementation of changes to existing products and processes as well as new products
- Maintaining high levels of teamwork within Operations team, different departments and external parties in order to resolve client queries
- Evaluating problems regarding service issues and enquiries to determine their importance and urgency, perform investigations when necessary and respond with an appropriate solution in a timely manner
- Responding in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients
- Building and maintaining professional relationships with intermediaries as well as other internal and external stakeholders
- Willingness to do presentations to relevant stakeholders
- Managing multiple, simultaneous reports, projects and deadlines
- Having and maintaining a technical understanding of all Glacier offerings and the ability to apply that understanding to daily outputs
- Constant mentoring and coaching of team members
- Providing regular feedback to team members which includes having set monthly discussions
- Staff development
- Seeing to the overall well-being of the team and meeting their needs and expectations where necessary
- Reporting and data analysis output
Qualifications and experience
- Matric with relevant tertiary qualification (Commerce/Management Certificate/Degree/Diploma)
- Minimum 5 years’ proven people management experience within Financial Services Industry
- Experience in the LISP industry will be to your advantage
- FAIS (RE5) qualification will be to your advantage (or to be completed as soon as possible)
- Knowledge of section 37C process to assist with death claim recommendations
- Knowledge of Retirement, Death and Divorce process
- Experience with process improvement methodologies
- Ability to develop and implement process controls to reduce risk to the business
- Strong analytical and problem solving skills
- Strong interpersonal and client relationship skills
- Strong communication skills (both verbal and written)
- Proven ability to work independently and proactively
Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- People management
- Data analysis and interpretation
- Problem solving and decision-making skills
- Leadership and coaching skills
- Analytical and conceptual thinking
- Strong reasoning skills and an aptitude for problem-solving
- Detail orientated
- Ability to work with various internal groups and external role players
- Performance driven and quality in delivery
- Excellent communication skills (English and Afrikaans)
- Strong computer application skills
Attributes
- Positive, can do attitude
- Ability to work under pressure/flexibility
- Honesty, integrity and respect
- Ownership and accountability
- Ability to co-operate and thrive both within an independent and team environment
- Self-starter with a growth mind-set
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Turnaround time
The closing date is 7 February 2025.
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
Glacier is committed to excellence and striving towards Employment Equity.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.